| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| E Philip Wenger | Chairman Ceo | 578,802 | 0 | 01 Dec, 2025 |
| Steven S Etter | - | 286,232 | 0 | 08 Nov, 2024 |
| Curtis J Myers | Chairman Ceo | 191,660 | 0 | 05 May, 2025 |
| Curtis J Myers | Chairman Ceo | 191,660 | 0 | 05 May, 2025 |
| Meg R Mueller | Sevp | 139,984 | 0 | 09 May, 2025 |
| Meg R Mueller | Sevp | 139,984 | 0 | 09 May, 2025 |
| Angela M Sargent | Sevp Chief Info Officer | 122,602 | 0 | 05 May, 2025 |
| Angela M Sargent | Sevp Chief Info Officer | 122,602 | 0 | 05 May, 2025 |
| Beth Ann L Chivinski | Interim Cfo | 111,400 | 0 | 03 May, 2024 |
| James R Iii Moxley | - | 110,472 | 0 | 03 Jun, 2025 |
| James R Iii Moxley | - | 110,472 | 0 | 03 Jun, 2025 |
| E Philip Wenger | - | 0 | 90,477 | 12 Sep, 2025 |
| Angela M Snyder | President | 88,869 | 0 | 09 May, 2025 |
| Angela M Snyder | President | 88,869 | 0 | 09 May, 2025 |
| E Philip Wenger | - | 0 | 80,477 | 14 Apr, 2026 |
| Mark R Mccollom | Sr. Evp Cfo | 71,503 | 0 | 15 May, 2023 |
| Mark R Mccollom | Sr. Evp Cfo | 71,503 | 0 | 15 May, 2023 |
| Bernadette M Taylor | Sr Executive Vice President | 63,047 | 0 | 10 Mar, 2026 |
| Bernadette M Taylor | Sr Executive Vice President | 63,047 | 0 | 10 Mar, 2026 |
| Andrew B Fiol | Sr Executive Vice President | 42,746 | 0 | 04 Dec, 2025 |
| Andrew B Fiol | Sr Executive Vice President | 42,746 | 0 | 04 Dec, 2025 |
| Denise L Devine | - | 36,794 | 0 | 03 Jun, 2025 |
| David M Campbell | Sr Executive Vice President | 22,202 | 0 | 03 May, 2023 |
| Andrew B Fiol | Sr Executive Vice President | 20,204 | 0 | 03 May, 2023 |
| Andrew B Fiol | Sr Executive Vice President | 20,204 | 0 | 03 May, 2023 |
| Michael F Shirk | - | 19,564 | 0 | 03 Jun, 2025 |
| Michael F Shirk | - | 19,564 | 0 | 03 Jun, 2025 |
| Natasha R. Luddington | Sr.Evp Chief Legal Officer | 19,109 | 0 | 16 May, 2025 |
| Natasha R. Luddington | Sr.Evp Chief Legal Officer | 19,109 | 0 | 16 May, 2025 |
| Atul Malhotra | Chief Risk Officer | 15,587 | 0 | 05 May, 2025 |
| Atul Malhotra | Chief Risk Officer | 15,587 | 0 | 05 May, 2025 |
| George K Martin | - | 0 | 8,870 | 09 Feb, 2023 |
| George K Martin | - | 0 | 8,870 | 09 Feb, 2023 |
| Richard S Kraemer | Sevp Cfo | 8,491 | 0 | 05 Sep, 2025 |
| Richard S Kraemer | Sevp Cfo | 8,491 | 0 | 05 Sep, 2025 |
| Daniel R Stolzer | Sr Evp Chief Legal Officer | 7,375 | 0 | 25 Oct, 2021 |
| Daniel R Stolzer | Sr Evp Chief Legal Officer | 7,375 | 0 | 25 Oct, 2021 |
| Anthony Cossetti | Chief Accounting Officer | 2,551 | 0 | 05 May, 2025 |
| John J Glover | Sevp | 1,371 | 0 | 05 May, 2025 |
| John J Glover | Sevp | 1,371 | 0 | 05 May, 2025 |
| Atul Malhotra | Chief Risk Officer | 1,111 | 0 | 29 Apr, 2025 |
| Atul Malhotra | Chief Risk Officer | 1,111 | 0 | 29 Apr, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Apr, 2026 | E Philip Wenger | $2.50 par value Common Stock | D | 5,000 | $21.42 | 80,477 | I | S |
| 09 Mar, 2026 | Bernadette M Taylor | $2.50 par value Common Stock | D | 425 | $0.00 | 63,047 | D | G |
| 09 Mar, 2026 | Bernadette M Taylor | $2.50 par value Common Stock | D | 425 | $0.00 | 63,047 | D | G |
| 12 Jan, 2026 | E Philip Wenger | $2.50 par value Common Stock | D | 5,000 | $19.55 | 85,477 | I | S |
| 05 Jun, 2025 | Bernadette M Taylor | $2.50 par value Common Stock | A | 160 | $17.02 | 63,733 | D | P |
| 05 Jun, 2025 | Bernadette M Taylor | $2.50 par value Common Stock | A | 160 | $17.02 | 63,733 | D | P |
| 11 Sep, 2025 | Bernadette M Taylor | $2.50 par value Common Stock | A | 164 | $19.30 | 63,897 | D | P |
| 11 Sep, 2025 | Bernadette M Taylor | $2.50 par value Common Stock | A | 164 | $19.30 | 63,897 | D | P |
| 05 Dec, 2025 | Bernadette M Taylor | $2.50 par value Common Stock | D | 425 | $0.00 | 63,472 | D | G |
| 05 Dec, 2025 | Bernadette M Taylor | $2.50 par value Common Stock | D | 425 | $0.00 | 63,472 | D | G |
| 06 Jun, 2025 | Andrew B Fiol | $2.50 par value Common Stock | A | 249 | $17.02 | 52,458 | D | P |
| 06 Jun, 2025 | Andrew B Fiol | $2.50 par value Common Stock | A | 249 | $17.02 | 52,458 | D | P |
| 11 Sep, 2025 | Andrew B Fiol | $2.50 par value Common Stock | A | 256 | $19.30 | 53,207 | D | P |
| 11 Sep, 2025 | Andrew B Fiol | $2.50 par value Common Stock | A | 256 | $19.30 | 53,207 | D | P |
| 03 Dec, 2025 | Andrew B Fiol | $2.50 par value Common Stock | D | 11,000 | $0.00 | 42,746 | D | G |
| 03 Dec, 2025 | Andrew B Fiol | $2.50 par value Common Stock | D | 11,000 | $0.00 | 42,746 | D | G |
| 26 Nov, 2025 | E Philip Wenger | $2.50 par value Common Stock | D | 300 | $0.00 | 578,802 | D | G |
| 02 Sep, 2025 | Kevin C Gremer | Restricted Stock Units | A | 7,716 | $0.00 | 7,716 | D | A |
| 02 Sep, 2025 | Kevin C Gremer | Restricted Stock Units | A | 7,716 | $0.00 | 7,716 | D | A |
| 12 Sep, 2025 | E Philip Wenger | $2.50 par value common stock | D | 5,000 | $19.28 | 90,477 | I | S |